+473.3%
FLEX vs IBB
+43.4%
+429.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.3% | +3.4% |
| 7D | +2.2% | -1.4% | +3.6% | +4.0% |
| 30D | -32.6% | +6.8% | -39.4% | -35.5% |
| 3M | -35.5% | +9.2% | -44.7% | -39.9% |
| 6M | -45.6% | +28.3% | -73.9% | -55.6% |
| YTD | +30.7% | +29.4% | +1.3% | +6.0% |
| 1Y | +28.4% | +33.2% | -4.8% | +1.8% |
| 3Y | +301.7% | +90.2% | +211.5% | +139.2% |
| 5Y | +473.3% | +44.0% | +429.3% | +303.0% |
| All | +473.3% | +43.4% | +429.9% | +303.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling